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Plan Name | BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | BAMCO, INC. |
Employer identification number (EIN): | 222706064 |
NAIC Classification: | 238300 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | DANIEL VACCARELLA | 2023-07-21 | ||
003 | 2021-01-01 | DANIEL VACCARELLA | 2022-07-12 | ||
003 | 2020-01-01 | ROBERT FRIEDMAN | 2021-07-29 | ||
003 | 2019-01-01 | ROBERT FRIEDMAN | 2020-06-29 | ||
003 | 2018-01-01 | ROBERT FRIEDMAN | 2019-07-12 | ||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | ROBERT FRIEDMAN | 2018-07-13 |
Measure | Date | Value |
---|---|---|
2018: BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 98 |
Total of all active and inactive participants | 2018-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 99 |
Number of participants with account balances | 2018-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2018 : BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-12-31 | $30,072,960 |
Total income from all sources | 2018-12-31 | $-22,152,960 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $7,920,000 |
Value of fidelity bond covering the plan | 2018-12-31 | $800,000 |
Other income received | 2018-12-31 | $-23,406,000 |
Net income (gross income less expenses) | 2018-12-31 | $-22,152,960 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-22,152,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Assets. Value of employer securities | 2018-12-31 | $7,920,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $1,253,040 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2018: BAMCO, INC. SHOP & UNION WORKERS 401(K) PLAN 2018 form 5500 responses | ||
---|---|---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | First time form 5500 has been submitted | Yes |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |